After a strong bull market run, some investors are wondering how to find growth without overpaying.
For portfolio manager Grant White of Endeavour Wealth Management, every decision is guided by an opportunistic value approach with a growth lens. He believes that while a narrow group of mega-cap stocks has driven much of the market’s gains, attractive opportunities still exist in companies with solid fundamentals, durable growth drivers, and valuations that leave room for upside.
White says the focus now should be on businesses with real earnings power and strong free cash flow, rather than chasing crowded trades where expectations are already high.
I recently spoke with White on Ticker Take, where he walked through six stocks that reflect this approach.
MercadoLibre (MELI)
MercadoLibre stands out as a dominant e-commerce and fintech platform in Latin America. White sees a long runway for growth as digital commerce expands across the region, while Mercado Pago continues to deepen customer engagement and improve profitability. He believes the stock offers a compelling mix of scale, growth, and valuation compared with U.S. peers.
Sea Ltd. (SE)
Sea offers similar appeal in Southeast Asia. White points to improving execution across its e-commerce, payments, and gaming businesses, along with better capital discipline. He sees the company as a diversified digital platform with improving margins and a more balanced risk profile than in past cycles.
CNX Resources (CNX)
CNX Resources brings a different kind of value and growth combination. White highlights the company’s consistent free cash flow generation and disciplined capital returns. He believes CNX is well positioned to benefit from rising energy demand while continuing to reward shareholders.
Cipher Pharmaceuticals (CPH)
Cipher Pharmaceuticals represents a more speculative idea. White is drawn to the company’s focused strategy of acquiring and licensing niche drugs, which allows it to generate cash flow without heavy research spending. He sees potential upside if execution improves or strategic interest emerges.
Thryv Holdings (THRY)
Thryv targets small and mid-sized businesses with a recurring revenue software model. White likes the company’s steady growth, improving cash flow, and discounted valuation relative to other SaaS names. He believes the platform is well positioned to expand its customer base over time.
Block (SQ)
Block rounds out the list as a diversified financial technology company. White sees long-term value in the combination of its merchant ecosystem and consumer-facing products. He believes improving monetization and product integration could drive growth without requiring aggressive valuation assumptions.
The Ticker Take
White says these names reflect his broader philosophy heading into 2026. He is focused on companies that combine reasonable valuations with durable growth, strong balance sheets, and clear paths to cash flow generation.
Jon Erlichman is a BNN Bloomberg contributor and the host of Ticker Take on YouTube.
